Use Linkjoy Bot for Automating bank account statement Template

Explore a no-code approach to develop fully-automated bank account statement workflow with Linkjoy bot

• To start creating a new automated bank account statement workflow, navigate to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can insert fillable fields to modify it. Place fields where you need it in a document to make it easier for individuals to fill out.

  

• After you’ve uploaded or created bank account statement, the next stage is assigning this document and its particular fields to recipients.

  

• Next, go to the Assign fields dropdown to indicate which document fields are intended for which recipients.

  

• Once done, click Continue at the bottom of the screen.

  

• The final stage of configuring an automated bank account statement workflow is setting up the no-code bots. To add a Linkjoy bot to the step, hover over the step you intend to automate and choose the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Select All bots in the top left area to check out the full list of the bots you can add to the step. Find the Linkjoy bot, click Install bot, and configure the bot settings.

  

• Now that your automated bank account statement workflow is set up, you can:

  • check how it works by selecting Test
  • select Finish later if you intend to go back to the workflow setup
  • click Publish to email your workflow